Kotak Flexicap Fund vs HDFC Flexi Cap Fund compare

Kotak Flexicap Fund vs HDFC Flexi Cap Fund compare

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Kotak Flexicap Fund - Growth

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HDFC Flexi Cap Fund - Growth Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Kotak Flexicap Fund - Growth	HDFC Flexi Cap Fund - Growth Plan
Fund	Kotak Flexicap Fund - Growth	HDFC Flexi Cap Fund - Growth Plan
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹53293 Cr	₹80642 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	11 Sep 2009	01 Jan 1995
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	16.04%	42.17%
Expense Ratio	1.46	1.42
Manager	Harsha Upadhyaya	Dhruv Muchhal
ISIN Code	INF174K01336	INF179K01608
Exits Load	Kotak Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	HDFC Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	Kotak Flexicap Fund - Growth	HDFC Flexi Cap Fund - Growth Plan
1 Month	-0.39%	1.77%
6 Month	14.09%	12.04%
1 Year	4.09%	9.09%
3 Year	16.64%	22.72%
5 Year	19.23%	27.61%

SIP Return Analysis

Scheme Name	Kotak Flexicap Fund - Growth	HDFC Flexi Cap Fund - Growth Plan
6 Month	3.83%	3.54%
1 Year	9.1%	9.56%
3 Year	15.7%	20.48%
5 Year	15.61%	22.41%

Rolling Lumpsum Returns

Scheme Name	Kotak Flexicap Fund - Growth	HDFC Flexi Cap Fund - Growth Plan
1 Year	12.26%	18.14%
3 Year	15.22%	19.11%
5 Year	15.42%	18.88%

Risk Management

Scheme Name	Kotak Flexicap Fund - Growth	HDFC Flexi Cap Fund - Growth Plan
Standard Deviation	12.26%	11.30%
Sharp	0.92%	1.36%
Beta	0.93%	0.81%
Alpha	1.21%	7.13%

Fund Managers

Scheme Name	Kotak Flexicap Fund - Growth	HDFC Flexi Cap Fund - Growth Plan
Name	Harsha Upadhyaya	Dhruv Muchhal
Total AUM	₹139411 Cr	₹520687 Cr
Funds Managed	11	40
	Kotak Flexicap Fund - Growth	HDFC Flexi Cap Fund - Growth Plan

Market Cap

Scheme Name	Kotak Flexicap Fund - Growth	HDFC Flexi Cap Fund - Growth Plan
Others	2.62	11.84
Large Cap	68.99	74.89
Small Cap	4.67	9.86
Mid Cap	23.72	3.41

Sector Allocation

Scheme Name	Kotak Flexicap Fund - Growth	HDFC Flexi Cap Fund - Growth Plan
Others	2.22	9.03
Communication Services	3.09	2.93
Energy	6.01	0.93
Technology	7.27	4.85
Consumer Cyclical	10.29	16.85
Healthcare	3.18	9.05
Industrials	21.34	4.88
Consumer Defensive	2.58	0.71
Basic Materials	14.86	5.94
Financial Services	25.57	40.06
Utilities	3.59	2.09
Real Estate	-	2.69

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